Financial Planning Week 2018

Look after the pennies…

…and the pounds will look after themselves. Well the good news is that a sound financial plan could help you do just that. At 1825, however, we believe that financial planning is about more than that. It’s about giving clients the peace of mind that they, and their loved ones, will be able to live the lives they want.

In order to help more people achieve that peace of mind, I am delighted to announce that 1825 will be supporting Financial Planning Week 2018.

What is Financial Planning Week?

It’s a national campaign running from 3rd to 10th October 2018. It’s run by the Chartered Institute for Securities & Investment (CISI) to raise awareness of the importance of financial planning and to help engage people with their money.

How we’re getting involved

1825 are running Financial Planning Surgeries. These sessions can be incredibly powerful, and we’re delighted to be able to offer them. The surgeries aim to make you feel more confident and secure about your finances and your future, by doing some planning. They are designed to provide you with useful guidance and information rather than providing personal advice on areas such as investment, which involves regulatory requirements.

The best thing about it? These introductory taster sessions are totally free and will give you the opportunity to see what it’s like to have a qualified financial planner in your corner.